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webinar

The Current State of Emerging Markets

Addressing the current state and how we look for opportunity in volatile markets.

September 10, 2015 | 4:00 pm to 5:00 pm

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Deflation Concerns and the Risk of Policy Mistakes

Global policymakers must deploy appropriate strategies to offset deflationary pressures.

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What the Fed Choice Means for the Rest of 2015

Will the Fed raise rates on 9/17? Join us at 4:00PM to hear our views on their decision.

September 17, 2015 | 4:00 pm to 5:00 pm

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Finding Income in a Low Income World

Current economic conditions may keep interest rates low for a while.
Investors may want to look beyond traditional sources of fixed income yield.

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Good Reasons to Avoid Timing the Senior Loan Market

A rising rate environment is not the only scenario that makes senior loans attractive.

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Video: Oppenheimer SteelPath Funds and MLP Investing

MLPs offer a compelling growth opportunity as the U.S. energy renaissance continues.

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Beyond Income, Investment-Grade Debt Offers Ballast

Our investment-grade portfolios seek to hold their value under stressed market conditions.

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Multiple Opportunities for Income

Investors seeking potentially attractive yields and diversification
in a prolonged low rate environment may want to consider these funds.

Domestic Debt

Senior Floating Rate Fund

OOSAX

The Strategy typically invests in senior loans.

Inception

9/99

Share Price

$7.99

$0.00

15.86 Billion Total Assets

  • 1
  • 2
  • A

Alternative

SteelPath MLP Select 40 Fund

MLPFX

The Fund typically invests primarily in midstream MLPs.

Inception

3/10

Share Price

$10.41

up $0.02

2.9 Billion Total Assets

  • 3
  • A

Domestic Debt

Limited-Term Bond Fund

OUSGX

The Strategy typically invests in investment-grade fixed income instruments, while seeking to maintain a weighted average effective portfolio duration between 1 and 3.5 years.

Inception

8/85

Share Price

$9.18

up $0.01

1.13 Billion Total Assets

  • 4
  • A

Customized Wealth Management Conversations

Our new app brings a full suite of presentations you can customize to address
your clients' needs and concerns right to your hand-held mobile device.

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Compelling Wealth Management Conversations

Ideas to help financial advisors guide client investment decisions and keep them on track.

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Ease Client Fears to Better Manage Their Assets

Easing clients' fears is critical to successfully managing their portfolios.

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CIO Insights

Krishna Memani, Chief Investment Officer, provides
valuable insights on trends and deep market analysis.

The "China Selling" Market Meme for Treasuries

Investors should ignore the false narrative taking hold of the U.S. Treasuries market.

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  1. 1. Special Risks: Senior loans are typically lower-rated and may be illiquid investments (which may not have a ready market). The Fund may invest without limit in below-investment-grade securities. The Fund may invest a variable amount in debt rated below "B." May invest 25% or more of its assets in securities issued by companies in the financial services sector which may be susceptible to economic and regulatory events, and increased volatility. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Derivative instruments entail higher volatility and risk of loss compared to traditional stock or bond investments. Leverage (borrowing) involves transaction and interest costs on amounts borrowed, which may reduce performance.
  2. 2. Effective October 28, 2015, the Portfolio Managers will be Joseph Welsh, CFA and David Lukkes, CFA.
  3. 3. Special Risks Investing in MLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. The Fund's investments are concentrated in the energy infrastructure industry with an emphasis on securities issued by MLPs, which may increase volatility. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement or difficulty in buying or selling. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment including the risk that an MLP could lose its tax status as a partnership. Additional management fees and other expenses are associated with investing in MLP funds. The Fund is subject to certain MLP tax risks. An investment in the Fund does not offer the same tax benefits of a direct investment in an MLP. The Fund is organized as a Subchapter "C" Corporation and is subject to U.S. federal income tax on taxable income at the corporate tax rate (currently as high as 35%) as well as state and local income taxes. The potential benefit of investing in MLPs generally is their treatment as partnerships for federal income tax. Many MLPs accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax-deferred return of capital and for any net operating gains as well as capital appreciation on its investments. This deferred tax liability is reflected in the daily NAV and as a result a MLP fund's after-tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.
  4. 4. Special Risks: Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Below-investment-grade (“high yield” or "junk") bonds are more at risk of default and are subject to liquidity risk. Asset-backed securities are subject to prepayment risk. Mortgage-backed securities are subject to prepayment risk. Mortgage bonds are susceptible to risks such as default and prepayment of principal and are taxable at the state and federal levels. U.S. Government securities are backed by the full faith and credit of the U.S. Government, meaning, that payment of interest and principal is guaranteed, but yield and market value are not. Derivative instruments entail higher volatility and risk of loss compared to traditional stock or bond investments. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile.
  5. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
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